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Disclosery

Ascent Wealth Partners, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on NVDA, newest first. How the timeline and the estimate are built.

Ascent Wealth Partners, LLC held 64,151 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,151 shares
    Change vs previous 13F +28 shares

    1.28% of the 13F portfolio, value $12,836,066.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,123 shares
    Change vs previous 13F +1,073 shares

    1.3% of the 13F portfolio, value $11,183,066.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 63,050 shares
    Change vs previous 13F +270 shares

    1.35% of the 13F portfolio, value $11,758,833.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 62,780 shares
    Change vs previous 13F -823 shares

    1.36% of the 13F portfolio, value $11,713,497.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,603 shares
    Change vs previous 13F -326 shares

    1.24% of the 13F portfolio, value $10,048,641.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,929 shares
    Change vs previous 13F +1,456 shares

    0.93% of the 13F portfolio, value $6,928,626.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,473 shares
    Change vs previous 13F -1,284 shares

    1.13% of the 13F portfolio, value $8,389,500.

    13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,757 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,742,650.

    13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).